Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: CRWD stock price vs CSCO: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at CSCO's multiple
Needs CSCO P/S.
Implied fair value · at CRWD's multiple
Needs CRWD P/S.
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Reported gross margin
Operating income + D&A
Lower is better
Not comparable
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Trendline
Eight period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Complete market value, debt and cash evidence is required for enterprise value.
Complete market value, debt and cash evidence is required for enterprise value.
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
CROWDSTRIKE HOLDINGS, INC. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
CISCO SYSTEMS, INC. · implied price per share
Bear
$32.30
Base
$38.62
Bull
$46.85
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
MICROSOFT CORP
CRWD vs MSFT
CHECK POINT SOFTWARE TECHNOLOGIES LTD
CRWD vs CHKP
Okta, Inc.
CRWD vs OKTA
Keysight Technologies, Inc.
CRWD vs KEYS
SentinelOne, Inc.
CRWD vs S
CIENA CORP
CRWD vs CIEN
Palo Alto Networks Inc
CRWD vs PANW
JUNIPER NETWORKS INC
CRWD vs JNPR
Fortinet, Inc.
CRWD vs FTNT
Arista Networks, Inc.
CRWD vs ANET
Leidos Holdings, Inc.
CRWD vs LDOS
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe CrowdStrike can convert its high revenue growth (29.4%) and strong gross margin (74.9%) into sustained positive operating margins soon, then maintain or add exposure; otherwise reduce exposure or underweight the stock because the current price ($441.40) implies a substantial premium to CSCO-implied valuation ($88.28) and is vulnerable to multiple compression given negative operating margin (-3.0%) and low Piotroski F-Score (4/9).
CrowdStrike's current price of $441.40 sits far above CSCO-implied valuation ($88.28) and near the middle of its historical band ($397.26 - $485.55). The gap is driven by rich revenue-based multiples (P/S, EV/Revenue) rather than earnings multiples (P/E is not meaningful due to negative earnings).
Supporting Metrics
